The Perfect RIA

We Don't Need Surge, We Need Prospects [Episode 192]


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Are you waiting for more clients before you start creating and implementing processes in your practice? In order to create a positive and powerful experience for your prospects, having a top notch process is key. On today's episode, Matt and Micah discuss how the prospect process starts well before someone even shows up to your office, or for that first meeting. They'll share why you want to look at the initial impression the prospect has and the importance of constantly setting expectations. You'll also learn when, and how, to address the topic everyone anticipates - fees.

https://theperfectria.com/podcast/192

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The Perfect RIABy Matthew Jarvis, CFP® & Micah Shilanski, CFP®

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